Appulate release 12/28/17

Signing multiple forms

We have fine-tuned the preliminary steps of the request to bind process: now you can have your agents sign more than one form. Your company defines the list of forms that have to be signed before the request to bind can be sent to you. Also, you can indicate signers for each form (the agent, the applicant or both) and provide a list of documents that have to be uploaded. Continue Reading

Appulate release 12/21/17

Changes in Appulate statuses

We have updated the system of Appulate statuses introduced earlier and added two new Record statuses: “Quote Prepared” and “Quote Released”.

The users of a market

  • see “Quote Prepared” when a quote document has been uploaded, generated, or received by this market but has not been sent to the agency. Earlier the Record status of “Quote in Progress” was shown in this case.
  • see “Quote Released” when a prepared quote document available to this market has been released, i.e. sent to the agency. Earlier the Record status of “Quoted” was shown in this case.

The users of an agency

  • see “Quote Prepared” when a quote document has been received by this agency. Earlier the Record status of “Quoted” was shown in this case.

Note: “Quote Released” is not available to agency users. “Quoted” is no longer used in Appulate. Continue Reading

Appulate’s Co-Founder and President Awarded By Finance Monthly’s Fintech Awards

Appulate Media Coverage

Appulate Contact:
Margo Gullick
2801 Townsgate Road, Suite 210
Westlake Village, CA 91361
mgullick@appulate.com

Appulate’s Co-Founder and President Awarded By Finance Monthly’s Fintech Awards


Finance Monthly Magazine Awards Jeffrey Harris 2018 Entrepreneur Of The Year

Westlake Village, CA – December 19, 2017 Appulate, Inc., “Connecting The World Of Insurance” is excited to announce that it’s Co-Founder and President has been recognized as the 2018 Entrepreneur Of The Year by Finance Monthly. Continue Reading

Appulate release 12/14/17

Mark-all-No function

The “Mark-all-No” function, which many Appulate users find useful, is now represented as a button.

When you or your partners are filling out a questionnaire on the Q&A tab, in the Q&A editor of the Forms tab, or in any other form, the new Mark all “No” button can be used to answer “No” to all shown Yes/No questions at a time. You will find this button either on the toolbar if the open tab (section) has no subsections or in the upper-right corner of the open subsection. And thus it will affect all the Yes/No questions of this section or subsection, respectively. Continue Reading

Myron Steves Offers Appulate To Agents!

Appulate Media Coverage

Appulate Contact:
Margo Gullick
2801 Townsgate Road, Suite 210
Westlake Village, CA 91361
mgullick@appulate.com

Myron Steves Offers Appulate To Agents

Upload via Appulate Now Available

Houston, TX – December 11, 2017 Myron Steves is excited to announce that it is now offering automated upload capabilities for agents through a relationship with Appulate. The automation will give agents the ability to bridge ACORD and other data directly from their agency management systems to expedite the submission and quoting process. Continue Reading